Contacts

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To view contacts:

1.From the Setup Menu, click Contacts. The Contacts Found page opens.
2.To search for contacts, click the Expand icon next for the Filter.  The search criteria display.
3.From the Projects drop-down list, select a project to list Contacts assigned to the project.
Note: To view all Contacts defined in the application, select All Projects.
4.Enter the full or partial name of a specific Company in the Company Name data field to search for a specific Company.
5.Enter the full or partial name of a specific Contact in the Contact Name data field to search for a specific Contact.
6.Select whether you want to view All Contacts, Only Contacts setup as LATISTA users, or Only Contacts who are not setup as LATISTA Users.
7.From the System Role drop-down list, select a role to search for all contacts assigned to that role.
8.Click the Search button. Contacts that meet the search criteria display.

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